Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$16.3M Buy
56,302
+267
+0.5% +$76.4K 2.9% 9
2026
Q1
$14.2M Sell
56,035
-361
-0.6% -$94K 2.69% 10
2025
Q4
$15.3M Sell
56,396
-124
-0.2% -$33.3K 2.78% 10
2025
Q3
$14.6M Buy
56,520
+60
+0.1% +$13.6K 2.73% 10
2025
Q2
$11.6M Sell
56,460
-291
-0.5% -$58.8K 2.23% 12
2025
Q1
$11.3M Sell
56,751
-553
-1% -$128K 2.37% 11
2024
Q4
$14.3M Sell
57,304
-481
-0.8% -$113K 3.02% 11
2024
Q3
$13.5M Sell
57,785
-331
-0.6% -$73.9K 2.85% 11
2024
Q2
$12.2M Buy
58,116
+91
+0.2% +$17K 2.73% 11
2024
Q1
$9.95M Sell
58,025
-342
-0.6% -$62.2K 2.21% 12
2023
Q4
$11.2M Sell
58,367
-40
-0.1% -$7.39K 2.74% 11
2023
Q3
$10M Buy
58,407
+484
+0.8% +$88.8K 2.62% 11
2023
Q2
$11.2M Buy
57,923
+994
+2% +$173K 2.89% 12
2023
Q1
$9.38M Buy
56,929
+661
+1% +$97.5K 2.58% 13
2022
Q4
$7.31M Buy
56,268
+858
+2% +$123K 2.11% 14
2022
Q3
$7.66M Buy
55,410
+1,674
+3% +$263K 2.38% 14
2022
Q2
$7.35M Buy
53,736
+1,726
+3% +$261K 2.07% 14
2022
Q1
$9.08M Buy
52,010
+11,767
+29% +$1.98M 2.13% 13
2021
Q4
$7.15M Buy
40,243
+26
+0.1% +$4.11K 1.77% 14
2021
Q3
$5.69M Sell
40,217
-122
-0.3% -$18K 1.55% 15
2021
Q2
$5.53M Buy
40,339
+21
+0.1% +$2.72K 1.55% 16
2021
Q1
$4.92M Sell
40,318
-87
-0.2% -$11.2K 1.54% 15
2020
Q4
$5.36M Sell
40,405
-412
-1% -$49.6K 1.74% 15
2020
Q3
$4.73M Buy
40,817
+713
+2% +$77.8K 1.73% 15
2020
Q2
$3.66M Buy
40,104
+5,548
+16% +$430K 1.53% 18
2020
Q1
$2.2M Buy
34,556
+23,812
+222% +$1.75M 1.11% 23
2019
Q4
$789K Buy
10,744
+16
+0.1% +$1.03K 0.33% 38
2019
Q3
$601K Hold
10,728
0.27% 41
2019
Q2
$531K Sell
10,728
-112
-1% -$5.46K 0.24% 44
2019
Q1
$515K Buy
10,840
+188
+2% +$7.97K 0.25% 43
2018
Q4
$420K Sell
10,652
-56
-0.5% -$2.71K 0.23% 43
2018
Q3
$604K Buy
10,708
+116
+1% +$6.04K 0.3% 36
2018
Q2
$505K Hold
10,592
0.27% 39
2018
Q1
$444K Buy
10,592
+60
+0.6% +$2.58K 0.24% 42
2017
Q4
$446K Buy
10,532
+520
+5% +$21.7K 0.25% 41
2017
Q3
$386K Sell
10,012
-136
-1% -$5.28K 0.24% 42
2017
Q2
$365K Buy
10,148
+400
+4% +$14.8K 0.23% 45
2017
Q1
$350K Buy
9,748
+56
+0.6% +$1.84K 0.24% 46
2016
Q4
$281K Buy
9,692
+800
+9% +$22.7K 0.2% 50
2016
Q3
$251K Sell
8,892
-256
-3% -$6.78K 0.19% 52
2016
Q2
$219K Buy
9,148
+116
+1% +$2.88K 0.16% 59
2016
Q1
$246K Hold
9,032
0.18% 51
2015
Q4
$238K Buy
9,032
+72
+0.8% +$2.06K 0.19% 50
2015
Q3
$247K Hold
8,960
0.2% 42
2015
Q2
$281K Sell
8,960
-420
-4% -$13.4K 0.24% 40
2015
Q1
$292K Buy
9,380
+420
+5% +$12.7K 0.25% 40
2014
Q4
$247K Buy
+8,960
New +$244K 0.21% 46

Other funds holding AAPL